+148.4%
WEC vs TAP
-51.4%
+199.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | +0.4% | -5.1% | +5.5% | +1.7% |
| 30D | +0.9% | -8.4% | +9.3% | +3.0% |
| 3M | -5.3% | -3.9% | -1.4% | -4.7% |
| 6M | -6.6% | -14.4% | +7.8% | -3.4% |
| YTD | +3.3% | -14.7% | +18.0% | +6.6% |
| 1Y | +2.1% | -18.7% | +20.7% | +6.4% |
| 3Y | +39.6% | -32.6% | +72.2% | +51.3% |
| 5Y | +31.2% | -1.4% | +32.6% | +26.7% |
| 10Y | +148.4% | -50.4% | +198.8% | +153.6% |
| All | +148.4% | -51.4% | +199.8% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling